WO2006127703A2 - Procede de mise en correspondance de fonds speculatifs et d'investisseurs, et dispositif associe - Google Patents

Procede de mise en correspondance de fonds speculatifs et d'investisseurs, et dispositif associe Download PDF

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Publication number
WO2006127703A2
WO2006127703A2 PCT/US2006/019910 US2006019910W WO2006127703A2 WO 2006127703 A2 WO2006127703 A2 WO 2006127703A2 US 2006019910 W US2006019910 W US 2006019910W WO 2006127703 A2 WO2006127703 A2 WO 2006127703A2
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WO
WIPO (PCT)
Prior art keywords
investor
information
database
search
hedge
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Ceased
Application number
PCT/US2006/019910
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English (en)
Other versions
WO2006127703A3 (fr
Inventor
Lisa Vioni
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
HEDGE CONNECTION Ltd
Original Assignee
HEDGE CONNECTION Ltd
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by HEDGE CONNECTION Ltd filed Critical HEDGE CONNECTION Ltd
Priority to US11/915,253 priority Critical patent/US8468078B2/en
Publication of WO2006127703A2 publication Critical patent/WO2006127703A2/fr
Publication of WO2006127703A3 publication Critical patent/WO2006127703A3/fr
Anticipated expiration legal-status Critical
Priority to US13/920,883 priority patent/US9070165B2/en
Priority to US14/754,977 priority patent/US20150302525A1/en
Ceased legal-status Critical Current

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Classifications

    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis
    • G—PHYSICS
    • G06—COMPUTING OR CALCULATING; COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance

Definitions

  • the present invention is directed to the hedge fund industry. More particularly, the invention is directed to a method and associated apparatus that may allow direct interaction and information flow between hedge funds (or types of investment vehicles or entities) and investors in those funds (or types of investment vehicles or entities).
  • the method may use dual search engines, one of which may permit a hedge fund to review a database of qualified investors and identify investors that match certain criteria.
  • the other search engine may enable a qualified investor to review a database of hedge funds and identify a hedge fund that matches the investor's criteria. Therefore, the method may permit hedge fund agents direct access to investors and may also permit qualified investors to gain access to detailed hedge fund information and agents.
  • a hedge fund is a form of investment vehicle that may be used by certain individuals and institutions to engage in aggressive and/or speculative investment activity not open to ordinary mutual funds. Indeed, the offering memorandum of many hedge funds allows those funds to use a combination of sophisticated investment strategies, such as taking both long and short positions, using leverage and derivatives, and investing in many markets, in an effort to secure a higher return on investment.
  • hedge funds are made subject to significant oversight and regulation. For example, hedge funds are not permitted to advertise and hedge fund investors must meet certain legal requirements. These investors must also be able to establish certain financial criteria and are presumed to be sufficiently knowledgeable to understand the risks related to hedge fund investing.
  • hedge funds also have extremely high minimum investment amounts ranging from $250,000 to well over $1 million and the managers of hedge funds may charge significant fees and commissions for their services. Investor participation in hedge funds appears to be growing, however, the rate of such growth could be increased.
  • One factor that may be holding back growth in the hedge fund market may be current market conditions, wherein there exists a wide variety of available funds, but a relatively small group of available qualified investors. Stated differently, the market presently features an array of different hedge funds from which an investor may choose.
  • the high minimum dollar amounts required to invest in hedge funds will generally mean that the pool of qualified investors available to participate in any given hedge fund is relatively small. Accordingly, to simulate growth in hedge fund investing, means need to be developed whereby this finite group of investors can be matched with appropriate hedge fund opportunities.
  • Past methods of connecting eligible investors with funds of interest to those investors may be unfruitful and are typically very expensive.
  • These prior methods included the hedge funds retaining third-party marketing firms to find qualified investors. Indeed, hiring such a firm may be critical to a funds' success since, as mentioned above, hedge funds are not permitted to advertise.
  • these third-party firms are extremely expensive, with some charging up to 20% in perpetuity of all fee on money raised by the firm. Therefore, it would be desirable to provide a method to match hedge funds and hedge fund investors that is controlled, discrete and allows for an easy exchange of ideas and information in a confidential and secure environment at a low cost.
  • the method concerns the hedge fund industry, where investors may desire access to a broad range of investment opportunities and hedge funds may desire more efficient and effective access to investors and investor capital without the help of expensive intermediaries.
  • the method may allow direct interaction and may provide, subject to certain safeguards, unobstructed flow of information between a hedge fund(s) and an investor(s).
  • a hedge fund may be charged a fee to gain access to an investor(s) in a manner that may also result in no commission on the back-end.
  • the method may also permit investors to gain access to detailed information on hedge funds.
  • the method may be implemented using dual search engines, or the like that may allow hedge funds to contact a database of qualified investors that match the fund search criteria.
  • the method may also use the search engines to enable investors to search for hedge funds that match the investor's specific parameters.
  • the search engines, databases and related information may be stored on one or more computer servers. Access to the search engines and databases may be provided though a single website or other form of communication portal that may itself be accessed globally via the Internet or like global computer network.
  • Figure 1 is a diagrammatic view of apparatus associated with an embodiment of the method of the present invention.
  • Figure 2 is a flowchart highlighting certain steps in an embodiment of the method of the present invention.
  • a method for matching or otherwise connecting hedge fund(s) and hedge fund investor(s) may utilize two databases that may be searched by two separate search engines, each search engine being associated with one of the databases. Further, the databases and the search engines may be accessed using a single website or other communication portal. The search engines, databases and website may reside on one or more computer servers. Information concerning the investor(s) may be stored in one database and information relating to the hedge fund(s) may be stored in the other database. An investor or agent thereof may access the search engine associated with the database containing hedge fund information to identify a hedge fund(s) that may be of interest to the investor.
  • a hedge fund or agent thereof may access the search engine associated with the database containing investor information to identify a qualified investor(s) that may be interested in the hedge fund.
  • An investor(s) may be permitted access to the hedge fund information database for a fee or at no cost.
  • Hedge funds may also be permitted to access to the investor information database for a fee or at no cost.
  • a method 10 for matching or otherwise connecting a hedge fund(s) (and agents thereof) with a hedge fund investor(s) (or agents thereof) may include two databases 12, 14 that may be searched by two search engines 16, 18, each search engine 16, 18 being associated with one of the databases 12, 14.
  • the databases 12, 14 and the search engines 16, 18 may be accessed though a single website 20 or communication portal.
  • two separate websites or portals may be used with each website being associated with one of the search engines 16, 18.
  • Information concerning an investor may be stored in one database 14 and information relating to the hedge fund may be separately stored in the other database 12.
  • the other database 12 may include information on hedge funds, Fund of Funds, Commodity Trading Advisor (CTA) and other types of financial entities.
  • An investor, or agent thereof may use the search engine 16 associated with the database 12 containing hedge fund information to identify a hedge fund that may be of interest to the investor.
  • a hedge fund, or agent thereof may access the search engine 18 associated with the database 14 containing investor information to identify a qualified investor that may be interested in the hedge fund.
  • the search engines 16, 18, the databases 12, 14 and the website 20 or communication portal may be resident on a computer server (not shown) that may be accessed remotely via an intranet, internet or a global computer network. These elements may also be resident on a handheld electronic device (e.g., a PDA or handheld computing device), a laptop computer or other manner of portable electronic device such that they may be directly accessed by a user on an as-needed basis. Further, the website 20, search engines 16, 18, the databases 12, 14 may be accessed by investors, investor agents and hedge fund agents using PCs, computer servers, handheld devices and the like via an intranet or a global computer network.
  • the method 10 may included a step whereby upon visiting the website 20 or other manner of communication portal participating investors and hedge funds are first prompted to:
  • hedge fund or investor information into the appropriate database 12, 14. Further, if the investor or hedge fund has already entered hedge fund or investor information into the appropriate database 12 or 14, the hedge fund or investor may be permitted use of an appropriate search engine 16, 18 to perform a search of the hedge fund or investor information on the database 12, 14 according to pre-selected parameters. More specifically, and still referring now to Figures 1 and 2, investors and hedge funds may each access the website 20 or portal wherein, if the participant is previously registered 22, participant is prompted to log in 24 using a useraame and password. AU registered participants may also be required to agree to a user or service agreement each time they access the website
  • participant may be required to register 26 or otherwise indicate if they are an "investor" or a
  • hedge fund For example, separate pull down menus (not shown) may be provided for investor participants and hedge fund participants.
  • a questionnaire or template 28, 30 for the entry of data screens may be provided, again through the use of dropdown menus.
  • the investor or hedge fund may be prompted to enter the information required for registration.
  • the investor may be prompted to enter the following information (categories are shown in capital letters and potential selections for each category are provided under each category):
  • Futures, Currency, Distressed, Emerging Markets, Energy Sector, Event Driven, Finance Sector Fixed Income (non-Arbitrage), Fix Income Arbitrage, Fund of Funds ("FOF")(Market Neutral), FOF (Multi-Strategy), FOF (Single Strategy), Healthcare Sector, Long Only, Long/Short Equity, Macro, Market Neutral Equity, Market Neutral Quantitative, Market Timer, Merger/Risk Arbitrage, Mortgages, Multi-Strategy, Option
  • TRACK RECORD REQUIRED BY INVESTOR Does not Matter, 1 year or more, 2 years or more, 3 years or more.
  • Hedge Fund Data Entry Information i.e., Investor Searched Information
  • a third party service provider 32 may be provided to establish the authenticity, reliability or trustworthiness of the information entered into either the hedge fund template 28 or the investor template 30.
  • service providers 32 include in-house review personnel and outside agencies such as law firms, financial investment firms and credit agencies.
  • a system administrator 34 may also be provided to monitor use of the website 22, search engines 16, 18 and databases 12, 14 and control access thereto. Alternatively, the service provider 32 and the system administrator 34 may combined into a single entity. The Administrator 34 may hide (i.e., render unsearchable) or remove hedge fund and/or investor profiles from a database 12, 14 on an as needed basis.
  • the investor may be required to consent to the terms of service provider agreement. Then, the template information may be forwarded to a service provider 32 who may then determine whether the investor is legally or otherwise qualified to invest in a high-risk investment such as a hedge fund. If the service provider determines that an investor is not a qualified investor, the investor is not permitted access hedge fund database and may be exited 36, denied entry or otherwise removed from the system. The investor may also be notified why they were rejected. If the investor is a qualified investor, the investor may be prompted to enter investor contact information and investor profile information.
  • the investor profile information may include the information previously provided by the investor in the questionnaire or template 30.
  • the investor profile may include a combination of questionnaire or template 30 information and additional information requested by the administrator 34.
  • the administrator 34 may receive notice that there is a pending investor. The administrator 34 may then contact the investor and review the investor's profile information to discern whether the investor will be granted access to the system (i.e., further access website 22, or to the hedge fund search engine 16). For security, the administrator 34 may issue an approved investor a temporary user name and password for entrance to the website 22 or search engine 16. The investor may then use the temporary user name and password to gain access to a personal page 38 for the investor that contains all the information that the investor has entered and allows access to the hedge fund information database. All contact and template information entered by the investor may also be transferred into the database 14 of investor information to function as the profile for that investor.
  • the hedge fund may select a level of service 40.
  • levels of service may include limitations on the number of investor profiles a hedge fund may access over a given period of time. For example, depending on the level of service a hedge fund may be granted the ability to review a total of 180 investor profiles or more depending (for example) on the number of investor profiles in the database 14. However, the hedge fund may also be restricted or otherwise capped to between 10 - 20 investor reviews per month. Further examples of hedge fund service levels are set forth below:
  • Executive Membership permits 180 investor profile views - limited to 20 per month.
  • Senior Membership permits 96 investor profile views - limited to 15 per month
  • Junior Membership - permits 36 investor profile views - limited to 10 per month
  • a La Carte Membership - permits participating fund to purchase bundles of 3 investor profiles
  • Trial - permits participating fund to view a total of 3 investor profiles
  • the number of available investor profile views may be rolled over each month or may be non- cumulative.
  • Investor profile views may also be time sensitive, such that any the views are cancelled after a period of time if not used (e.g., annually).
  • the hedge funds may also be provided with additional services depending on the level of service 40.
  • the hedge funds may be provided with the ability to contact one or more investors quickly using a virtual business card ("VBC").
  • VBC virtual business card
  • a VBC is an e-mail message containing the hedge fund contact information, the fund logo, and a short personal note prepared by the hedge fund.
  • the VBC may be sent directly to an inbox provided for the investor as part of the investor's personal page 38.
  • Additional features may also include customizable investor searches, book-marking of targeted investors, customization of a marketing page 42 that is viewable by investors with company logo and website link, the ability to upload marketing materials to a hedge fund personal page 44 or the marketing page 42, the ability to post and update performance statistics on a personal page, the ability to participate in capital introduction events depending upon the level of service and the use of a customer relationship management (CRM) system.
  • CRM customer relationship management
  • a hedge fund may create electronic folders on its personal page. The folders may permit the hedge fund to store information on investors the hedge fund has sourced and the ability to write notes related to each investor. Accordingly, the CRM may allow for very efficient sorting and organizational processing for the hedge fund.
  • the hedge fund may be asked to consent to a service agreement (if available) and undergo review related to the use of the website 20, search engine 18 and database 14. If the hedge fund agrees to accept the service agreement, it is prompted to provide contact information, specific details about the fund, and then to enter payment information to pay for any fees. For example, the hedge fund may be accessed a weekly, monthly or annual subscription fee to access the website 20, etc.
  • the hedge fund information may be forwarded to a service provider 32 for legal approval and then to an administrator 34 for further personal contact and information review. If approved, the hedge fund may be issued a temporary user name and password and permitted access to the website 20, etc once the service period begins. Further, similar to the investors, all contact and template information entered by the hedge fund may also be transferred into the database 12 of hedge fund information to function as the profile for that hedge fund. Still referring to Figures 1 and 2 and turning again to investors, once admitted to the website 20 and provided with a personal page 38, the investor may access the search engine associate 16 with the hedge fund database 12. Specifically, the investor may initiate a search of the above described hedge fund template information 28.
  • the investor may be provided with a list of applicable hedge funds.
  • the investor may then designate a particular hedge fund profile on the list to obtain basic information about the fund and may also access the hedge fund's virtual marketing page.
  • the investor may also open and view the hedge fund's uploaded marketing materials on the hedge fund marketing page 42 and may add the fund to a list of book-marked funds on the investor's personal page 38.
  • an investor may be permitted free use of the search engine 16 to search through the hedge fund database 12 and to screen hedge funds profiles before contacting hedge funds (using intra-system email or other contact information provided in the hedge fund profile), bookmark hedge funds, create a personal watch list of potential future investments, perform due diligence on hedge funds in a discrete manner, post investment criteria about the investor for hedge funds to see.
  • Investors may limit the number of hedge funds that may view their full investor profile on any given day, week or month.
  • the investor's profile may include a code whereby that profile may be view no more than five (5) times per day.
  • investors may also be granted complementary and priority access to capital introduction ("cap-intro") events sponsored by hedge funds. Notably, these cap-intro events may be recorded and made available on the hedge fund marketing page 42 for review investors.
  • access to the recording of a cap intro event may be restricted to only certain investors.
  • the hedge fund is permitted access to a search engine 18 that allows it to input data regarding the investor type about which the hedge fund would like information.
  • the search engine 18 may then select investor profiles according to the search criteria and may also provide a hedge fund agent with an initial list of annotated investor profiles.
  • An annotated investor profile may include a limited about of information concerning the investor as a means of informing the hedge fund if that investor is worth a full review.
  • an annotated profile may include the investor entity type information (i.e., institution type or individual), and basic information concerning that investor's manner or style of investing (e.g., long/short only).
  • the investors name or other contact information may be omitted from the annotated investor profile.
  • the hedge fund may then review the list of annotated investor profiles that were identify from the search and the search and the search criteria and select specific investor profiles for a full review.
  • that selection may be counted against the hedge funds total number of investor profile views per month.
  • the hedge fund may store a link to selected annotated profiles, or otherwise highlight or identify selected annotated profiles, for subsequent review. Accordingly, when the hedge fund agent is presented with a large number of annotated investor profiles, potentially relevant profiles from the larger list may be set aside during an initial review of the larger list into a virtual "radar screen" or database for a later analysis.
  • the hedge fund may be permitted to access a limited number of full investor profiles depending upon the level of service selected. For example, each time a hedge fund agent accesses a full investor profile to obtain specific information, a record of that access is recorded, stored and compared to the number of investor profile review permitted by the service level selected by the hedge fund. Capping the number of full investor profiles that a hedge fund may review on, for example, a monthly basis functions as a barrier to a hedge fund being able to copy or otherwise download all the investor profiles in the database 14. Investor privacy is thereby reinforced.
  • the hedge fund may then be permitted to send a virtual business card to the investor's e-mail address and write a personal message.
  • the investor may receive a picture of the virtual business card along with the personal message by e-mail.
  • the hedge fund may also save its search criteria or begin new searches with different criteria.
  • an electronic link (hyperlink), or like electronic connection or tag to that profile may be stored in a "My Investors" file on the hedge fund personal page 44.
  • an electronic link or record, etc., of that access may be stored on in "log file" on the investor's personal page 38.
  • the method of the present invention may assist investors and hedge funds to organize the information each participate in sourcing.
  • outside service providers may include Attorneys, Compliance, Conference
  • the outside services providers may be access using a dropdown menu from the home page.
  • the outside service provider may be prompted to register the business by entering information about the business to make payment for the listing.
  • the service provider may then provide with a username and password that allows them to access the information that is stored on the website and displayed so that they can edit the information.
  • the business method provides a safe, secure and confidential way of sourcing hedge fund investors at a very low cost.

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  • Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
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  • Entrepreneurship & Innovation (AREA)
  • Game Theory and Decision Science (AREA)
  • Human Resources & Organizations (AREA)
  • Operations Research (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)

Abstract

L'invention concerne un procédé de mise en correspondance entre un fond spéculatif et un investisseur en fonds spéculatifs, ainsi qu'un dispositif associé; ce procédé pouvant faire intervenir des bases de données accessibles par des moteurs de recherche. Les bases de données ainsi que les moteurs de recherche sont accessibles par un site Web. Les informations sur l'investisseur peuvent être stockées dans une première base de données alors que les informations sur le fond spéculatif peuvent être stockées séparément, dans une autre base de données. Pour identifier les fonds spéculatifs susceptibles de l'intéresser, un investisseur peut accéder au moteur de recherche associé à la base de données qui contient les informations sur le fond spéculatif. De même, un fond de placement peut accéder au moteur de recherche associé à la base de données qui contient les informations sur l'investisseur pour identifier les investisseurs qualifiés qui pourraient s'intéresser au fond spéculatif.
PCT/US2006/019910 2005-05-23 2006-05-23 Procede de mise en correspondance de fonds speculatifs et d'investisseurs, et dispositif associe Ceased WO2006127703A2 (fr)

Priority Applications (3)

Application Number Priority Date Filing Date Title
US11/915,253 US8468078B2 (en) 2005-05-23 2006-05-23 Method of matching hedge funds and investors and apparatus therefor
US13/920,883 US9070165B2 (en) 2005-05-23 2013-06-18 Method of matching hedge funds and investors and apparatus therefor
US14/754,977 US20150302525A1 (en) 2005-05-23 2015-06-30 Method of matching hedge funds and investors and apparatus therefor

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US68358605P 2005-05-23 2005-05-23
US60/683,586 2005-05-23

Related Child Applications (2)

Application Number Title Priority Date Filing Date
US11/915,253 A-371-Of-International US8468078B2 (en) 2005-05-23 2006-05-23 Method of matching hedge funds and investors and apparatus therefor
US13/920,883 Continuation US9070165B2 (en) 2005-05-23 2013-06-18 Method of matching hedge funds and investors and apparatus therefor

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WO2006127703A2 true WO2006127703A2 (fr) 2006-11-30
WO2006127703A3 WO2006127703A3 (fr) 2007-02-15

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WO (1) WO2006127703A2 (fr)

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Publication number Publication date
US20080195556A1 (en) 2008-08-14
US8468078B2 (en) 2013-06-18
US20130282620A1 (en) 2013-10-24
US9070165B2 (en) 2015-06-30
WO2006127703A3 (fr) 2007-02-15

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